Equity Portfolio Manager

Overview

Identifies, recommends, and defends individual investments and/or implementation vehicles to improve portfolio outcomes for clients.

Primary Responsibilities

• Conduct fundamental bottoms- up research on a variety of companies, analyzing underlying drives, financial metrics, competitors, customers and suppliers
• Maintain coverage responsibility of assigned industry sectors
• Co portfolio management duties of a technology-oriented portfolio
• Perform administrative tasks as needed for marketing, compliance, and risk purposes
• Recommend appropriate positions in assigned sectors for various equity strategies
• Serve as proven investment thought leader for the investment management organization
• Work with client-facing colleagues to strengthen their understanding of investment solutions
• Participate in client and prospect meetings to help solidify current relationships and win new business
• Understand and adhere to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite. Identify risk-related issues needing escalation to management
• Promote an environment that supports belonging and reflects the M&T Bank brand
• Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable
• Complete other related duties as assigned
  
  

Scope Of Responsibilities

Education and Experience Required:

• Bachelor’s degree and a minimum of 5 years’ relevant experience, or in lieu of a degree, a combined minimum of 9 years’ higher education and/or work experience, including a minimum of 5 years’ relevant experience
• Strong understanding of capital markets
• Current knowledge of the state of the investment management industry
• Highly analytical
• Research-driven skill set
• Experience communicating insights to internal and external stakeholders
• Experience mentoring and developing less experienced teammates
• Experience working in a team environment
• Experience operating effectively within a large organization
• Network of industry contacts
  
  

Education And Experience Preferred

• Advanced degree
• Minimum of 10 years’ relevant experience
• CFA (Chartered Financial Analyst) or progressing toward obtaining CFA designation
• Demonstrated track record of successful investment management
  
  

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $128,100.00 - $213,500.00 Annual (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.

Location:

Radnor, Pennsylvania, United States of America